🚨 INFLATION DATA ALERT!

In this episode of Markets with Megan, we break down the April CPI report and explain why the markets are breathing a sigh of relief. Despite expectations, tariffs haven’t shown up in the inflation data—yet. Is this a green light for the Fed to stay put? Or just the calm before the storm?

📉 CPI came in slightly weaker than expected—find out what sectors are driving the shift and how equities are reacting.

🔎 What we cover:

- The latest CPI data and what it tells us about inflation trends
- Why tariffs haven't hit prices yet
- What this means for the Fed’s next rate decision
- Sector-by-sector breakdown of market performance

📊 If you care about interest rates, inflation, and smart investing—this one’s for you.

✅ Don’t forget to like, subscribe, and hit the bell 🔔 to stay updated.

📩 Share this with friends, colleagues, and anyone who wants to stay sharp on market trends.

📍 Listen to more episodes: https://marketswithmegan.FM
💬 Got questions? Drop them in the comments below!

#CPI #Inflation #MarketsWithMegan #InterestRates #Tariffs #InvestingNews #StockMarketToday #FederalReserve #MarketUpdate #FinancialPodcast

https://youtu.be/j_MM3kCaUrY

Disclaimer: material was prepared by Verdence Capital Advisors, LLC (“VCA”). VCA believes the information and data in this document were obtained from sources considered reliable and correct and cannot guarantee either their accuracy or completeness. VCA has not independently verified third-party sourced information and data. Any projections, outlooks
or assumptions should not be construed to be indicative of the actual events which will occur. These projections, market outlooks or estimates are subject to change without notice. This material is being provided for informational purposes only and is not intended to provide, and should not be relied upon for, investment, accounting, legal, or tax advice. Past performance is not a guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance
that the future performance of any specific investment, investment strategy, or product or anynon-investment related content, made reference to directly or indirectly in these materials will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. You should not assume that any
discussion or information contained in this report serves as the receipt of, or as a substitute for, personalized investment advice from VCA. Due to various factors, including changing market conditions and/or applicable laws, the co...

📈 Markets are rallying—and it’s all thanks to trade. In this special episode of Markets with Megan, CIO Megan Horneman dives into the just-announced US–UK trade framework and what it means for investors.

🚨 The UK is slashing tariffs on cars, buying billions in Boeing parts, and opening the door to US agricultural exports. Is this the first domino in a broader trade thaw?

Tune in to learn:

Why this deal is a game-changer for equities

Which sectors are leading and lagging

How this could shape future global trade talks

🔔 Subscribe for weekly market insights: h

#TradeDeal #MarketsWithMegan #USUK #StockMarketNews #Boeing #Tariffs #EconomicUpdate #FinancePodcast #VerdenceCapital #MeganHorneman #EquityMarkets

https://youtu.be/KVdGr-M82KY

Disclaimer: material was prepared by Verdence Capital Advisors, LLC (“VCA”). VCA believes the information and data in this document were obtained from sources considered reliable and correct and cannot guarantee either their accuracy or completeness. VCA has not independently verified third-party sourced information and data. Any projections, outlooks
or assumptions should not be construed to be indicative of the actual events which will occur. These projections, market outlooks or estimates are subject to change without notice. This material is being provided for informational purposes only and is not intended to provide, and should not be relied upon for, investment, accounting, legal, or tax advice. Past performance is not a guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance
that the future performance of any specific investment, investment strategy, or product or anynon-investment related content, made reference to directly or indirectly in these materials will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. You should not assume that any
discussion or information contained in this report serves as the receipt of, or as a substitute for, personalized investment advice from VCA. Due to various factors, including changing market conditions and/or applicable laws, the co...

📉 GDP Tumbles, ISM Warnings, and a Fed in a Bind — What Now?

This week on Markets with Megan, CIO Megan Horneman discusses the 1.6% Q1 GDP growth shock, the concerning ISM Manufacturing data, and why the market might be misreading the macro landscape.

➡️ Consumers are still spending.
➡️ But business investment is weak.
➡️ ISM is signaling contraction.
➡️ And yet, Wall Street keeps rallying.

With inflation still running hot and the labor market cooling slightly, the Fed is in a tough position. Megan explains why a rate cut isn't likely anytime soon, even as growth stalls—and what investors need to watch next.

🎧 If you're looking for unbiased, clear market insight, this episode is a must-listen.

👉 Subscribe to Markets with Megan
www.MarketsWithMegan.FM

📲 Connect with Verdence Capital:
Website: https://www.verdence.com

#marketnews #inflation #gdpreport #economy #economicupdate #economicoutlook #federalreserve #fedwatch

https://youtu.be/3uEUbO5nx_w

Disclaimer: material was prepared by Verdence Capital Advisors, LLC (“VCA”). VCA believes the information and data in this document were obtained from sources considered reliable and correct and cannot guarantee either their accuracy or completeness. VCA has not independently verified third-party sourced information and data. Any projections, outlooks
or assumptions should not be construed to be indicative of the actual events which will occur. These projections, market outlooks or estimates are subject to change without notice. This material is being provided for informational purposes only and is not intended to provide, and should not be relied upon for, investment, accounting, legal, or tax advice. Past performance is not a guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance
that the future performance of any specific investment, investment strategy, or product or anynon-investment related content, made reference to directly or indirectly in these materials will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. You should not assume that any
discussion or information contained in this report serves as the receipt of, or as a substitute for, personalized investment advice from VCA. Due to various factors, including changing market conditions and/or applicable laws, the co...

📈 We finally got some good news on the economic front — the April jobs report is in, and the U.S. added 177,000 jobs, well above expectations. But there’s more to the story. In this episode of Markets with Megan, Megan breaks it down:

🔹 Why this number moved markets
🔹 What the revisions to past months mean
🔹 The Fed’s next move and rate implications
🔹 What investors should watch heading into summer

Whether you’re an investor, advisor, or just tuning in for the latest market pulse, this is the quick, data-backed breakdown you need.

Go to https://www.MarketsWithMegan.FM for a history of all our podcasts.

👉 Don’t forget to like, subscribe, and hit the bell so you never miss an update from Megan.

📤 Share this episode with friends and clients who want to stay ahead.

#inflation #economy #marketnews #investing #podcast #consumerspending #tariffs #jobnews

https://youtu.be/CKzjYAjt_Ec

Disclaimer: material was prepared by Verdence Capital Advisors, LLC (“VCA”). VCA believes the information and data in this document were obtained from sources considered reliable and correct and cannot guarantee either their accuracy or completeness. VCA has not independently verified third-party sourced information and data. Any projections, outlooks
or assumptions should not be construed to be indicative of the actual events which will occur. These projections, market outlooks or estimates are subject to change without notice. This material is being provided for informational purposes only and is not intended to provide, and should not be relied upon for, investment, accounting, legal, or tax advice. Past performance is not a guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance
that the future performance of any specific investment, investment strategy, or product or anynon-investment related content, made reference to directly or indirectly in these materials will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. You should not assume that any
discussion or information contained in this report serves as the receipt of, or as a substitute for, personalized investment advice from VCA. Due to various factors, including changing market conditions and/or applicable laws, the co...

📊 The ISM Report Is Flashing a Warning. Should the Fed Worry?

In this episode of Markets with Megan, CIO Megan Horneman breaks down the latest ISM Manufacturing data—and why it may be signaling deeper weakness in the economy than the headline GDP suggests.

With the ISM index contracting and employment trends softening, this key leading indicator is painting a very different picture than consumer data. Megan explains how the Fed interprets ISM reports, why a rate cut is still unlikely despite manufacturing softness, and how markets are misreading the signals.

🔍 Key Topics Covered:

What the ISM report tells us about manufacturing health

Why the Fed is likely to stay hawkish despite soft data

How the ISM and GDP data tell two different stories

Sticky service inflation’s continued role in policy

Market vs. Fed: Who will blink first?

🎧 Tune in for insight into what this data really means for the economy, interest rates, and market positioning.

👉 Subscribe now and see more at https://www.MarketsWithMegan.FM

#MarketsWithMegan #ISM #ManufacturingData #FederalReserve #InterestRates #EconomicIndicators #GDP #Inflation #MarketOutlook #VerdenceCapital

https://youtu.be/qtHpURlxjw0

Disclaimer: material was prepared by Verdence Capital Advisors, LLC (“VCA”). VCA believes the information and data in this document were obtained from sources considered reliable and correct and cannot guarantee either their accuracy or completeness. VCA has not independently verified third-party sourced information and data. Any projections, outlooks
or assumptions should not be construed to be indicative of the actual events which will occur. These projections, market outlooks or estimates are subject to change without notice. This material is being provided for informational purposes only and is not intended to provide, and should not be relied upon for, investment, accounting, legal, or tax advice. Past performance is not a guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance
that the future performance of any specific investment, investment strategy, or product or anynon-investment related content, made reference to directly or indirectly in these materials will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. You should not assume that any
discussion or information contained in this report serves as the receipt of, or as a substitute for, personalized investment advice from VCA. Due to various factors, including changing market conditions and/or applicable laws, the co...

🚨 The Contraction Is Upon Us 🚨

In this episode of Markets with Megan, Chief Investment Officer Megan Horneman breaks down the Q1 GDP report and what it signals for the economy and markets moving forward. With growth slowing more than expected, what should investors watch for next?

Megan offers her insights on:

- The GDP slowdown and where it came from
- Implications for interest rates and Fed policy
- Market reaction and potential investment opportunities
- Whether this signals the start of an economic contraction

👉 Don’t miss Megan’s take on what this means for portfolios in 2025.

🔔 Like, subscribe, and hit the bell so you never miss an episode.

📧 Learn more at www.MarketsWithMegan.FM

#MarketsWithMegan #GDPReport #EconomicOutlook #Investing #MarketUpdate #Verdence #recessionwatch #recession

https://youtu.be/r1MP9YEHgWk

Disclaimer: material was prepared by Verdence Capital Advisors, LLC (“VCA”). VCA believes the information and data in this document were obtained from sources considered reliable and correct and cannot guarantee either their accuracy or completeness. VCA has not independently verified third-party sourced information and data. Any projections, outlooks
or assumptions should not be construed to be indicative of the actual events which will occur. These projections, market outlooks or estimates are subject to change without notice. This material is being provided for informational purposes only and is not intended to provide, and should not be relied upon for, investment, accounting, legal, or tax advice. Past performance is not a guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance
that the future performance of any specific investment, investment strategy, or product or anynon-investment related content, made reference to directly or indirectly in these materials will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. You should not assume that any
discussion or information contained in this report serves as the receipt of, or as a substitute for, personalized investment advice from VCA. Due to various factors, including changing market conditions and/or applicable laws, the co...

📉 CPI Keeps Getting Worse: Consumer Confidence Crashes Again

Just when we thought it couldn’t get worse—it did. In this episode of Markets with Megan, we break down the latest April economic data, and it’s not pretty. The Conference Board’s Consumer Confidence Index has just hit its lowest level since May 2020, and inflation continues to batter the American consumer.

🔍 In This Episode:
🚨 Why April’s CPI and sentiment data are spooking markets
💥 Consumer confidence tanks again—what’s behind the collapse?
📊 How inflation expectations are fueling a vicious economic cycle
📉 What this means for your wallet, the Fed, and the market outlook

📅 Date: Tuesday, April 29
🎙️ Markets with Megan gives you the unfiltered breakdown on what’s really happening behind the headlines.

💬 How are YOU feeling about the economy? Drop a comment and join the conversation.

👍 Like this episode?
🔔 Subscribe and hit the bell so you never miss an update.
📢 Share this with your friends, family, and colleagues who need to hear it.

#MarketsWithMegan #Inflation #CPI #ConsumerConfidence #Economy #MarketUpdate #RecessionWatch #FederalReserve #PersonalFinance

https://youtu.be/qO64j1qBqJQ

Disclaimer: material was prepared by Verdence Capital Advisors, LLC (“VCA”). VCA believes the information and data in this document were obtained from sources considered reliable and correct and cannot guarantee either their accuracy or completeness. VCA has not independently verified third-party sourced information and data. Any projections, outlooks
or assumptions should not be construed to be indicative of the actual events which will occur. These projections, market outlooks or estimates are subject to change without notice. This material is being provided for informational purposes only and is not intended to provide, and should not be relied upon for, investment, accounting, legal, or tax advice. Past performance is not a guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance
that the future performance of any specific investment, investment strategy, or product or anynon-investment related content, made reference to directly or indirectly in these materials will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. You should not assume that any
discussion or information contained in this report serves as the receipt of, or as a substitute for, personalized investment advice from VCA. Due to various factors, including changing market conditions and/or applicable laws, the co...

In this special Impact Report episode of Markets with Megan, we look at the headline-grabbing question: Can a U.S. president fire the Federal Reserve Chair, Jerome Powell?

With President Trump once again vocal about interest rates and the economy, this topic has resurfaced as markets show signs of stress. Megan Horneman explains the legal, political, and economic implications of this scenario, the Supreme Court case that’s brought it back into the spotlight, and what it could mean for investors.

We’ll also explore:
➡️ The independence of the Federal Reserve
➡️ Why Jerome Powell’s role is in the news again
➡️ How tariffs and slowing growth are influencing Fed policy
➡️ Why the Fed is unlikely to cut rates prematurely

📅 Recorded: April 21
🎧 Stay tuned to stay informed.

If you want to hear our previous discussions, visit marketswithmegan.fm.

https://youtu.be/R1vwh_xwDiE

Disclaimer: material was prepared by Verdence Capital Advisors, LLC (“VCA”). VCA believes the information and data in this document were obtained from sources considered reliable and correct and cannot guarantee either their accuracy or completeness. VCA has not independently verified third-party sourced information and data. Any projections, outlooks
or assumptions should not be construed to be indicative of the actual events which will occur. These projections, market outlooks or estimates are subject to change without notice. This material is being provided for informational purposes only and is not intended to provide, and should not be relied upon for, investment, accounting, legal, or tax advice. Past performance is not a guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance
that the future performance of any specific investment, investment strategy, or product or anynon-investment related content, made reference to directly or indirectly in these materials will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. You should not assume that any
discussion or information contained in this report serves as the receipt of, or as a substitute for, personalized investment advice from VCA. Due to various factors, including changing market conditions and/or applicable laws, the co...